See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,091 | $59,805+20.5% | $79,550-9.4% | $68,494+5.3% |
| Participation rate | 62.1% | 61.1%+1.0pp | 69.5%-7.4pp | 67.9%-5.8pp |
| Annual return | -24.13% | -12.30%-11.8pp | 0.16%-24.3pp | -7.84%-16.3pp |
| Employer contribution / active EE | $1,521 | $1,505+1.1% | $2,413-37.0% | $2,596-41.4% |
| Participant deferral / active EE | $3,864 | $3,024+27.8% | $3,985-3.0% | $4,027-4.0% |
| Admin fee / account holder | $153 | $4,835-96.8% | $6,832-97.8% | $5,403-97.2% |